SIAM

Sterling Investment Advisors (Missouri) Portfolio holdings

AUM $202M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$520K
3 +$504K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$445K
5
IAU icon
iShares Gold Trust
IAU
+$188K

Sector Composition

1 Consumer Staples 0.26%
2 Utilities 0.22%
3 Energy 0.14%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,613
27
-8,960
28
-2,405
29
-6,064
30
-16,101
31
-1,725